Inactive

Harrison Walker Leeson

Ira Group, Inc.

CRD 6815088

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Employer firm

Ira Group, Inc. CRD 126246

$15.4B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Ira Group, Inc.

1230 Peachtree Street Ne Suite 3800, Atlanta, GA 30309 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2020-04-15

GA RA
APPROVED

Since 2020-04-15

Branch Locations

1230 Peachtree Street Ne Suite 3800, Atlanta, GA 30309 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Rhodes College	Memphis	TN	08/2013	05/2017
T. Rowe Price	Baltimore	MD	06/2017	03/2020
Investment Research & Advisory Group, Inc.	Atlanta	GA	04/2020	Present

08/2013 → 05/2017

Rhodes College

Memphis, TN
06/2017 → 03/2020

T. Rowe Price

Baltimore, MD
04/2020 → Present

Investment Research & Advisory Group, Inc.

Atlanta, GA

Previous Registrations

2018-05-29 → 2020-03-10

T. Rowe Price Advisory Services, Inc.

Owings Mills, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-05-25
S63	Uniform Securities Agent State Law Examination	2017-11-15

S66 Uniform Combined State Law Examination

2018-05-25
S63 Uniform Securities Agent State Law Examination

2017-11-15

View on SEC IAPD

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CLAYTON SHAWN GIBSON

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